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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$79.24 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
151
Total
Institutional Inflows
(last 12 months)
$195.55M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$114.19M
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FNCL Institutional Buying and Selling by Quarter

Fidelity MSCI Financials Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC4,212$296K0.0%-71.0%0.014%
5/19/2026Paragon Private Wealth Management LLC4,675$328K0.1%-13.6%0.016%
5/19/2026NewEdge Advisors LLC4,137$290K0.0%-71.6%0.014%
5/19/2026Bank of America Corp DE123,604$8.68M0.0%-0.2%0.415%
5/19/2026Centaurus Financial Inc.8,787$617K0.0%+4.1%0.029%
5/18/2026Sunbelt Securities Inc.11,964$840K0.1%-5.6%0.040%
5/18/2026Royal Bank of Canada79,882$5.61M0.0%+370.6%0.268%
5/16/2026KCM Investment Advisors LLC3,330$234K0.0%-12.1%0.011%
5/16/2026Quantinno Capital Management LP20,170$1.42M0.0%+5.7%0.068%
5/14/2026Modern Wealth Management LLC91,988$6.46M0.1%-3.6%0.309%
5/14/2026Lido Advisors LLC2,670,135$187.44M0.6%-1.4%8.960%
5/13/2026Cetera Investment Advisers34,664$2.43M0.0%+13.2%0.116%
5/8/2026Pacific Sun Financial Corp11,402$800K0.4%+28.0%0.038%
5/8/2026PNC Financial Services Group Inc.400$28K0.0%-67.3%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC1,500$110K0.0%N/A0.005%
5/6/2026Astra Wealth Partners LLC2,894$203K0.1%N/A0.010%
5/6/2026Bessemer Group Inc.1,505$106K0.0%N/A0.005%
5/6/2026Independent Financial Group LLC3,417$240K0.0%N/A0.011%
5/5/2026Bank of New York Mellon Corp8,001$562K0.0%-7.5%0.027%
5/5/2026Sigma Planning Corp14,209$997K0.0%-33.5%0.048%
5/5/2026Nwam LLC4,780$336K0.0%+59.6%0.016%
5/4/2026Beckerman Institutional LLC5,413$380K0.2%-3.2%0.018%
5/4/2026Lifeworks Advisors LLC29,023$2.04M0.3%+9.9%0.097%
5/4/2026Procyon Advisors LLC155,754$10.93M0.2%+19.2%0.523%
5/1/2026Fifth Third Bancorp4,409$309K0.0%+384.0%0.015%
5/1/2026Sovran Advisors LLC2,882$214K0.0%+10.5%0.010%
4/30/2026Elevated Capital Advisors LLC2,945$207K0.1%-6.3%0.010%
4/30/2026Financial Freedom LLC5,971$419K0.2%-17.4%0.019%
4/30/2026Kestra Advisory Services LLC242,191$17.00M0.1%+17.2%0.784%
4/30/2026KDK Private Wealth Management LLC24,302$1.71M1.6%-2.2%0.079%
4/29/2026Fischer Financial Services Inc.140,049$9.83M3.3%-0.5%0.453%
4/27/2026BIP Wealth LLC3,295$231K0.0%+5.1%0.011%
4/27/2026Private Advisor Group LLC11,852$832K0.0%-6.0%0.038%
4/24/2026Acorn Financial Advisory Services Inc. ADV14,514$1.02M0.1%+6.9%0.047%
4/24/2026Strategic Point Investment Advisors LLC218,273$15.32M2.2%+0.8%0.704%
4/22/2026Janney Montgomery Scott LLC6,148$432K0.0%-3.0%0.020%
4/22/2026Yoder Wealth Management Inc.93,649$6.57M3.0%+14.5%0.302%
4/22/2026Harbor Asset Planning Inc.30,253$2.12M1.8%+4.4%0.098%
4/22/2026Merkkuri Wealth Advisors LLC2,267$159K0.1%N/A0.007%
4/21/2026Maltin Wealth Management Inc.53,263$3.74M1.4%-5.9%0.172%
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4/20/2026Longview Financial Advisors Inc.553$39K0.0%N/A0.002%
4/20/2026Kestra Private Wealth Services LLC30,366$2.13M0.0%-17.0%0.098%
4/20/2026RFG Advisory LLC7,640$536K0.0%-8.5%0.025%
4/17/2026Athena Wealth Management LLC8,581$602K0.5%+21.3%0.028%
4/17/2026Cornerstone Management Inc.8,841$621K0.1%+24.3%0.029%
4/16/2026Smith Salley Wealth Management60,305$4.23M0.2%+7.1%0.195%
3/13/2026World Investment Advisors9,566$744K0.0%+2.5%0.030%
3/9/2026Corient Private Wealth LLC5,169$402K0.0%+33.2%0.016%
2/27/2026Instrumental Wealth LLC3,521$263K0.2%+13.9%0.011%
2/20/2026Sunbelt Securities Inc.12,671$985K0.1%-25.5%0.040%
2/20/2026Kovitz Investment Group Partners LLC189,496$14.73M0.3%-7.7%0.600%
2/19/2026Jacobs Equity LLC20,598$1.60M1.5%N/A0.065%
2/18/2026Mercer Global Advisors Inc. ADV248,468$19.32M0.0%-9.4%0.786%
2/18/2026EP Wealth Advisors LLC27,550$2.14M0.0%N/A0.087%
2/18/2026NewEdge Advisors LLC14,542$1.13M0.0%-32.4%0.046%
2/18/2026Empowered Funds LLC4,350$338K0.0%-11.9%0.014%
2/17/2026AQR Capital Management LLC10,587$823K0.0%+19.5%0.034%
2/17/2026Cetera Investment Advisers30,621$2.38M0.0%+22.2%0.097%
2/17/2026Osaic Holdings Inc.414,449$32.24M0.0%-3.7%1.312%
2/17/2026Advisory Services Network LLC7,120$554K0.0%-10.5%0.023%
2/17/2026Captrust Financial Advisors6,168$479K0.0%+65.5%0.020%
2/17/2026&PARTNERS10,833$842K0.0%+20.3%0.034%
2/17/2026Royal Bank of Canada16,976$1.32M0.0%-5.0%0.054%
2/17/2026Howe & Rusling Inc.1,765$137K0.0%N/A0.006%
2/16/2026MML Investors Services LLC10,200$793K0.0%-6.4%0.032%
2/16/2026Mariner LLC49,648$3.86M0.0%+5.2%0.157%
2/16/2026Motiv8 Investments LLC1,092$85K0.0%N/A0.003%
2/16/2026Arax Advisory Partners1,729$134K0.0%N/A0.005%
2/16/2026Blue Jean Financial LLC10,205$793K0.6%N/A0.032%
2/16/2026Atlas Capital Advisors Inc.14,133$1.10M0.1%N/A0.045%
2/13/2026Kestra Advisory Services LLC206,622$16.06M0.1%+45.4%0.654%
2/13/2026Visionary Wealth Advisors3,969$309K0.0%+30.4%0.013%
2/13/2026Stifel Financial Corp115,129$8.95M0.0%-2.4%0.364%
2/13/2026Charles Schwab Investment Management Inc.1,882,009$146.31M0.0%+2.8%5.956%
2/13/2026Wells Fargo & Company MN119,091$9.26M0.0%-27.7%0.377%
2/13/2026Summit Financial LLC49,410$3.84M0.1%+3.3%0.156%
2/12/2026Federation des caisses Desjardins du Quebec1,274$99K0.0%+422.1%0.004%
2/12/2026Orion Porfolio Solutions LLC38,102$2.96M0.0%-8.7%0.121%
2/12/2026Commonwealth Equity Services LLC474,222$36.87M0.0%+5.7%1.501%
2/12/2026IFC & Insurance Marketing Inc.863$67K0.1%N/A0.003%
2/12/2026Steward Partners Investment Advisory LLC63,172$4.91M0.0%+0.9%0.200%
2/12/2026Colonial Trust Co SC568$44K0.0%+56.9%0.002%
2/12/2026Great Valley Advisor Group Inc.17,643$1.37M0.0%-2.5%0.056%
2/11/2026Empowered Funds LLC4,350$338K0.0%-11.9%0.014%
2/11/2026KDK Private Wealth Management LLC24,857$1.93M1.7%-2.3%0.079%
2/11/2026Janney Montgomery Scott LLC6,336$493K0.0%+11.1%0.020%
2/11/2026Deutsche Bank AG1,553$121K0.0%N/A0.005%
2/11/2026Paragon Private Wealth Management LLC5,409$420K0.1%-24.0%0.017%
2/11/2026LPL Financial LLC347,864$27.04M0.0%+19.2%1.101%
2/11/2026O Shaughnessy Asset Management LLC36,974$2.87M0.0%-0.5%0.117%
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2/11/2026JPMorgan Chase & Co.137,856$10.72M0.0%-2.4%0.436%
2/11/2026J.W. Cole Advisors Inc.6,353$494K0.0%-5.7%0.020%
2/11/2026Vise Technologies Inc.3,873$301K0.0%N/A0.012%
2/11/2026Mcrae Capital Management Inc.5,684$442K0.1%-9.9%0.018%
2/10/2026Lido Advisors LLC2,707,625$206.78M0.6%+0.1%8.568%
2/10/2026Goldman Sachs Group Inc.8,905$692K0.0%N/A0.028%
2/10/2026Redwood Financial Network Corp3,448$268K0.2%+12.7%0.011%
2/10/2026Northwestern Mutual Wealth Management Co.219,088$17.03M0.0%+4.8%0.693%
2/9/2026Smith Chas P & Associates PA Cpas3,965$308K0.0%+7.3%0.013%
2/9/2026Harbour Investments Inc.2,788$217K0.0%+54.5%0.009%


FNCL Institutional Ownership - Frequently Asked Questions

During the previous two years, 259 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($187.44M), Charles Schwab Investment Management Inc. ($146.31M), AGF Management Ltd. ($65.19M), Commonwealth Equity Services LLC ($36.87M), Osaic Holdings Inc. ($32.24M), LPL Financial LLC ($27.04M), and Sava Penzisko Drushtvo A.D. Skopje ($26.10M).Learn more on Fidelity MSCI Financials Index ETF's institutional investors.

Of the 226 institutional investors that purchased Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($664.76K), Sava Penzisko Drushtvo A.D. Skopje ($341.87K), Vicus Capital ($337.40K), Commonwealth Equity Services LLC ($275.36K), Mercer Global Advisors Inc. ADV ($266.40K), LPL Financial LLC ($237.01K), and Lido Advisors LLC ($231.70K).

Institutional investors have bought a total of 2,583,249 shares in the last 24 months. This purchase volume represents approximately $195.55M in transactions.

Of the 101 institutional investors that sold Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vicus Capital ($304.80K), AGF Management Ltd. ($249.75K), Commonwealth Equity Services LLC ($147.27K), Northwestern Mutual Wealth Management Co. ($119.96K), Advisory Services Network LLC ($61.62K), Lido Advisors LLC ($57.20K), and Wells Fargo & Company MN ($45.57K).

Institutional investors have sold a total of 1,511,487 shares in the last 24 months. This volume of shares sold represents approximately $114.19M in transactions.


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This page (NYSEARCA:FNCL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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